Macdonald Financial Services

Macdonald Financial Services Our goal at Macdonald Financial Services is to exceed our client's expectations by providing sound financial advice and exceptional customer service.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org www.sipc.org
We are committed to putting quality service and objective advice first. I offer clients financial services in a variety of areas:

•Retirement Planning - to design an investment strategy with a purpose to help you work towards all of your retirement goals
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Long-term care - to help ensure that you and your heirs are well-cared for
•Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
•Estate planning - for preservation of wealth from generation to generation
We are registered for Securities in the following states: AL, AZ, CA, CO, FL, GA, ID, KS, MA, MN, MO, MT, NE, NH, NM, NV, NY, OH, OR, SD, TX, VA, WA, WI, WY
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Address

4025 St Cloud Drive, Ste 250
Loveland, CO
80538

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

(970) 667-2950

Website

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